Document Management for Dynamics 365 Finance and Operations

Automatically link content to relevant tasks & gain control over document chaos.

Automatically link content to relevant tasks & gain control over document chaos

No more needle-in-a-haystack searches

Information is filtered by role so each stakeholder gets exactly what they need – nothing more and nothing less – to complete their tasks faster

Error-proof your document-driven processes

A single source of truth for your organization’s content, rules-based workflows ensure errors never have a chance to happen

Put every user in the command-and-control position when it comes to content

Request content from others, set notifications and deadlines, validate and approve submitted content, and route documents to different teams or downstream systems

Bring ultimate ease of use to document management

Preview documents in your browser, move content via drag and drop, and easily store in any system – all from a familiar Dynamics interface

How Content Gate's Document Management for Dynamics 365 Finance and Operations works

HOLISTIC VIEW ON CONTENT

Axtension® Content Gate provides one single source of truth for all content relevant to the end-user from his or her point of view by working with fully configurable entity models, views and filtering options.

EMBEDDED PREVIEWING

Preview documents and files directly from within Axtension® Content Gate.

REQUEST CONTENT

Request content from anyone in the organization. This person does not have to be an Axtension® Content Gate user.

BE MODEL FOR CONTENT

Align Axtension® Content Gate with the business entities of Dynamics 365 for which content needs to be managed.

POWER PLATFORM CONNECTOR

Expand the horizon for managing your content by using Power Platform capabilities such as Power Automate flows to automatically retrieve and store documents, or Power Apps to work with content at anytime, anywhere.